Add Consultant Invoice Signature Service with airSlate SignNow

Merge signature service authorization

what's going on everybody it's richard koberger here the blue collar nerd and in this video we're going to be talking about customer signatures in service titan and the main questions that we are going to answer in this video are how many signatures are there and does there have to be that many so by default service titan is going to require your customer to sign three to four signatures on a typical job and those break down like this so first your technician makes an estimate and presents that to the customer and the customer says yeah let's go with that and so they will sign an estimate authorization signature saying that they want to go with the work once that happens the estimate is converted into an invoice and that invoice by default will require two additional signatures an invoice authorization signature basically the customer saying i agree with what's on this invoice and i'm going to pay for it and a customer invoice acknowledgement signature which is basically the customer saying i acknowledge that this work has now been completed and i am satisfied with it so the invoice authorization signature is intended to be collected before the work actually is done and the acknowledgement signature is intended to be collected after the work has been done then finally if the customer pays with a credit card then they will be asked for one more signature to sign off on the payment now some service titan users do feel that that's an excessive amount of signatures and they say that their customers make comments about it from time to time and they wonder is there a way to trim that down well the answer to that question is yes but before i tell you about it i do want to make one point if you're getting a lot of customers complaining about how many signatures there are i would bet that that's probably because the technician is using an improper workflow where the customer is signing all four signatures at the same time back to back to back with no explanation as to what it is they're signing and yes i do think from a customer standpoint that would feel weird and excessive but if the technician is following the proper workflow when explaining why they're collecting every signature i suspect that the complaints would go way down and again the proper workflow is this the technician creates some estimates they then present those estimates to the customer and the customer chooses one a signature is collected saying that the customer does want to do the work that is presented on that estimate the estimate is then converted to an invoice and the technician presents that invoice then the customer signs off on the invoice saying that everything on here looks good and i agree to pay this price and i just want to pause here to explain why those two signatures why a signature authorizing...